Gorilla Game Investing in the eWorld Message Board

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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Teflon who wrote (736)	11/19/1999 7:42:00 AM
From: Martin Rasch	Read Replies (3) of 1817

I'll do it, but some input from the gang on how to structure this task would be helpful....! . S T R U C T U R E That's the point! Structure is what our (common) exploration lacks of! There are lots of valuable contributions here but sometimes they lead to even more confusion than to sharpen the picture of the whole thing (at least to me). My suggestion is that we together proceed a structured GG research form the scratch: First (most important IMO) let us define the segment we are going to investigate. -------------------------------------------------------------------------------------------------- *Tornadoes occur when - and only when - a new value chain* comes into existence -------------------------------------------------------------------------------------------------- Taking about B2B: lets discuss the components of this specific value chain -------------------------------------------------------------------------------------------------- Rule 1: If the category is application software, buy in the bowling alley -------------------------------------------------------------------------------------------------- -------------------------------------------------------------------------------------------------- Rule 2: If the category is enabling hardware or software, by at the start of the tornado -------------------------------------------------------------------------------------------------- Some questions to discuss about here: - Are B2B solutions plain applications or do they include Enabling components? - Where is B2B in terms of the Technology adoption life cycle? -------------------------------------------------------------------------------------------------- Rule 3: Buy a basket of comprising all gorilla candidates - usually at lets two, sometimes three, and normally no more than four companies** -------------------------------------------------------------------------------------------------- Exploration of the potential candidates (ie ARBA CMRC VERT) Their differences in Business models -catalog, auction, exchange, barter -Pricing/Revenue creating Their ability to gain new customers (individual bottlenecks) Discussion of the threat that ERP and SCM Vendors will grasp at the B2B fruits. - Who will be the most likely successful challengers and why? That should be enough for today :-) still interested? Martin

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